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FUND FACT SHEETS
 
MITONOPTIMAL IP DIVERSIFIED INCOME FUND OF FUNDS
The Sentinel IP Diversified Income Fund of Funds aims to fulfil the investment needs of retired inve...
MITONOPTIMAL IP PRUDENTIAL FUND OF FUNDS
The Fund aims to fulfil the investment needs of the majority of investors, being consis-tent real re...
MITONOPTIMAL IP FLEXIBLE FUND OF FUNDS
This investment strategy includes a diversification of asset classes managed by the most talented fu...
MITONOPTIMAL IP WORLDWIDE FLEXIBLE FUND OF FUNDS
This investment strategy includes a diversification of asset classes managed by the most talented fu...
MITONOPTIMAL IP FOREIGN FLEXIBLE FEEDER FUND
The Midas Foreign Flexible Fund of Funds is a flexible international fund of funds. The investment o...
MITONOPTIMAL IP INTEREST PLUS FUND
The Fund is a specialist income portfolio with moderate risk limits that seeks diversity, reasonable...
 
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MitonOptimal IP Interest Plus Fund11.05.12 100.82centsMitonOptimal IP Flexible FOF11.05.12 190.58centsMitonOptimal IP Foreign Flexible Feeder Fund11.05.12 146.72centsMitonOptimal IP WorldWide Flexible FOF11.04.12 125.65centsMitonOptimal IP Prudential FOF11.05.12 162.47centsMitonOptimal IP Diversified Income FOF11.05.12 120.66centsMitonOptimal IP Interest Plus Fund11.05.12 100.82centsMitonOptimal IP Flexible FOF11.05.12 190.58centsMitonOptimal IP Foreign Flexible Feeder Fund11.05.12 146.72centsMitonOptimal IP WorldWide Flexible FOF11.04.12 125.65centsMitonOptimal IP Prudential FOF11.05.12 162.47centsMitonOptimal IP Diversified Income FOF11.05.12 120.66cents
  • INDICATORS
Weekly Comment MEDIAVIDEO
Miton Optimal Pod Cast
  • Monthly Commentary: May 2012:
Cherie-Lee Stratford interviews Joanne Baynham asking pertinent questions about our asset allocation decisions, atribution analysis and markets.
Weekly Comment WEEKLYCOMMENT
Domestic Investors
Weekly Comment
WEEKLY COMMENT:  
Latest Comment
  • GLOBAL ASSET ALLOCATION:
We have battened down the hatches from a tactical asset allocation perspective over the past few weeks. In a crisis, we have learnt that if you need to panic, it is best to have panicked first! Those asset allocators who have issued statements this week that they are sitting out this volatility are generally overweight global equity and do not have much choice. But are we nearing the end of the secular bear market in developed world equities?
  • FUNDS
MitonOptimal IP Diversified Income Fund of Funds
The Sentinel IP Diversified Income Fund of Funds aims to fulfil the investment needs of retired investors, being consistent income over the medium to long term, within acceptable risk parameters for conservative investors.
Fund Fact Sheet - 30 March 2012

size: 421.8 KB
Application Form

size: 554.0 KB
Additional Investment Form

size: 236.3 KB
Switch Form

size: 166.5 KB
Lead Fund Manager
Co-Fund Manager
Roeloff Horne
Head of South African Portfolio Management

Roeloff is a Director and Fund Manager of MitonOptimal in South Africa and Head of South African Por...
Scott Campbell
Managing Director & Chief Investment Officer

Scott is Managing Director of MitonOptimal and Chief Investment Officer.

He commenced h...
MitonOptimal IP Prudential Fund of Funds
The Fund aims to fulfil the investment needs of the majority of investors, being consis-tent real returns over the medium to long term, within acceptable risk parameters for conservative investors.
Fund Fact Sheet - 30 March 2012

size: 361.3 KB
Application Form

size: 554.0 KB
Additional Investment Form

size: 236.3 KB
Switch Form

size: 166.5 KB
Lead Fund Manager
Co-Fund Manager
Roeloff Horne
Head of South African Portfolio Management

Roeloff is a Director and Fund Manager of MitonOptimal in South Africa and Head of South African Por...
Scott Campbell
Managing Director & Chief Investment Officer

Scott is Managing Director of MitonOptimal and Chief Investment Officer.

He commenced h...
MitonOptimal IP Flexible Fund of Funds
This investment strategy includes a diversification of asset classes managed by the most talented fund managers.
Fund Fact Sheet - 30 March 2012

size: 461.2 KB
Application Form

size: 554.0 KB
Additional Investment Form

size: 236.3 KB
Switch Form

size: 166.5 KB
Debit Order Form

size: 250.4 KB
Lead Fund Manager
Co-Fund Manager
Roeloff Horne
Head of South African Portfolio Management

Roeloff is a Director and Fund Manager of MitonOptimal in South Africa and Head of South African Por...
Joanne Baynham
Head of International Portfolio Management

Joanne is a Director of MitonOptimal in South Africa and Head of International Portfolio Management....
MitonOptimal IP Worldwide Flexible Fund of Funds
This investment strategy includes a diversification of asset classes managed by the most talented fund managers. The CPI for all urban areas + 6% p.a.
Fund Fact Sheet - 30 March 2012

size: 470.5 KB
Application Form

size: 554.0 KB
Additional Investment Form

size: 236.3 KB
Switch Form

size: 166.5 KB
Lead Fund Manager
Co-Fund Manager
Roeloff Horne
Head of South African Portfolio Management

Roeloff is a Director and Fund Manager of MitonOptimal in South Africa and Head of South African Por...
Joanne Baynham
Head of International Portfolio Management

Joanne is a Director of MitonOptimal in South Africa and Head of International Portfolio Management....
MitonOptimal IP Foreign Flexible Feeder Fund
The Midas Foreign Flexible Fund of Funds is a flexible international fund of funds. The investment objective is to secure steady long term capital growth.
Fund Fact Sheet - 30 March 2012

size: 526.0 KB
Application Form

size: 554.0 KB
Additional Investment Form

size: 259.8 KB
Lead Fund Manager
Co-Fund Manager
Joanne Baynham
Head of International Portfolio Management

Joanne is a Director of MitonOptimal in South Africa and Head of International Portfolio Management....
Scott Campbell
Managing Director & Chief Investment Officer

Scott is Managing Director of MitonOptimal and Chief Investment Officer.

He commenced h...
MitonOptimal IP Interest Plus Fund
The Fund is a specialist income portfolio with moderate risk limits that seeks diversity, reasonable yield enhancement, moderate liquidity and relatively low volatility through constrained interest rate positions. The Fund is suitable to represent a portion of the income allocation in the Client’s total portfolio, offering the prospect of moderate outperformance of South African money market and income indices, using a fundamental investment process. This fund shall at all times be run in accordance with the limits, instructions and guidelines contained within Regulation 28 governing the behaviour of pension funds and any relevant addendums thereto as well as the prevailing CISCA legislation and future updates to Notice. The Investment Manager will follow these Guidelines, and where discretion is exercised the Investment Manager will act as a prudent expert in the interest of the Client.
Fund Fact Sheet - 30 March 2012

size: 276.2 KB
Application Form

size: 554.0 KB
Additional Contribution Form

size: 250.5 KB
Switch Form

size: 166.5 KB
Lead Fund Manager
Co-Fund Manager
Roeloff Horne
Head of South African Portfolio Management

Roeloff is a Director and Fund Manager of MitonOptimal in South Africa and Head of South African Por...
Scott Campbell
Managing Director & Chief Investment Officer

Scott is Managing Director of MitonOptimal and Chief Investment Officer.

He commenced h...